See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,757 | $108,919-5.7% | $100,391+2.4% | $145,922-29.6% |
| Participation rate | 64.7% | 82.9%-18.2pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 18.90% | 57.88%-39.0pp | 49.20%-30.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,488 | $8,445-46.9% | $8,082-44.5% | $6,688-32.9% |
| Admin fee / account holder | $4,606 | $9,689-52.5% | $7,899-41.7% | $13,397-65.6% |